+10.9%
NEE vs ASX
+472.4%
-461.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.6% | +0.1% |
| 7D | +1.1% | +6.3% | -5.2% | +0.6% |
| 30D | -0.2% | +6.4% | -6.6% | -0.7% |
| 3M | +0.5% | +13.1% | -12.6% | -1.0% |
| 6M | -6.5% | +90.3% | -96.8% | -12.5% |
| YTD | +6.7% | +149.6% | -142.9% | -2.8% |
| 1Y | +23.6% | +249.2% | -225.6% | +8.7% |
| 3Y | +37.1% | +445.9% | -408.8% | +10.5% |
| 5Y | +10.9% | +477.7% | -466.8% | -16.3% |
| All | +10.9% | +472.4% | -461.5% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling